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Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Steward Partners Investment Advisory’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$707K Buy
10,991
+229
+2% +$15.3K ﹤0.01% 1339
2025
Q4 		$737K Sell
10,762
-526
-5% -$36K ﹤0.01% 1217
2025
Q3 		$770K Sell
11,288
-198
-2% -$12.8K ﹤0.01% 1171
2025
Q2 		$719K Buy
11,486
+10,315
+881% +$600K 0.01% 1132
2025
Q1 		$66.5K Buy
1,171
+871
+290% +$52.3K ﹤0.01% 2233
2024
Q4 		$18K Buy
+300
New +$17.7K ﹤0.01% 2844
2021
Q2 		– Sell
-160
Closed -$5.91K – 7414
2021
Q1 		$5.91K Buy
+160
New +$5.78K ﹤0.01% 2971

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return